Charles A. Liles & Associates
Welcome clients of Charles A. Liles & Associates
If you are a prospective client looking to have a conversation with Charles or his team, we encourage you to schedule a conversation using Our scheduler or simply call the office at 317-877-8000.
For existing clients of Charles A. Liles & Associates, we are thrilled to welcome you and your family to Total Wealth Planning. Charles A. Liles & Associates and Total Wealth Planning are now operating as one dynamic organization. This is the merger of two long-standing wealth advisory firms who share the same values and similar approach for serving clients.
We share a common purpose as Fee-Only fiduciaries in delivering exceptional wealth management and life planning experiences for our mutual clients. The interests and trust of our clients are always placed first.
In addition to providing the same or higher level of services going forward, here is what you should expect from the merger:
Charles, Amelia, Amy, and the entire Total Wealth Planning team look forward to continuing to guide you through complex financial decisions that can impact you, your lifestyle, and your family’s financial future.
Welcome to the Total Wealth Planning family!
We are here for you.